Position in JQC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,092,555
+$3,449,250 QoQ
Shares Held
9,278,304
+8.5% QoQ
Ownership
6.28%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 171 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in JQC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. JQC ranks #95 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in JQC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,092,555 | 9,278,304 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $41,643,305 | 8,550,987 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $51,292,531 | 10,217,636 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $51,831,754 | 9,835,248 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $57,350,067 | 10,640,087 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $52,679,963 | 9,791,815 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $55,281,472 | 9,715,549 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $62,025,228 | 10,712,475 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $62,406,750 | 11,244,460 | Shares | Defined | 2024-10-17 | |
| 2024-03-31 | $74,259,343 | 13,332,019 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $65,264,577 | 12,502,793 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $74,808,647 | 14,784,318 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $71,819,350 | 14,221,654 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $72,122,850 | 14,114,061 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $74,734,350 | 14,682,584 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $69,983,815 | 13,695,463 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $71,008,811 | 13,655,541 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $18,857,831 | 3,051,429 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $16,672,751 | 2,568,991 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,223,253 | 2,625,496 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,748,324 | 2,184,937 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $12,775,386 | 1,965,444 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,652,587 | 2,156,807 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,333,217 | 2,086,839 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,953,935 | 1,875,674 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,715,192 | 1,713,438 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||